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港股通名单调整生效 南下资金虎视眈眈欲寻新牛股

2017-09-05 08:01:47   中国经济网

8月份,在熊猫绿能正式纳入港股通标的前后一个月里,作为内地四大资产管理公司的中国华融,在16天内连续做出两项支持前者的举措:斥资2089万港元增持熊猫绿能股权;和熊猫绿能签署战略合作协议。作为新纳入的深港通标的,熊猫绿能市值目前103亿港元。在过去的一年中,多个内地个知名机构争相入股熊猫绿能,这些知名机构包括:中国华融、欧力士、亚洲开发银行,加上原有的大股东招商局,熊猫绿能形成了实业央企(招商)+金融央企(中国华融)+国际大型投资机构(欧力士)以及在新能源有巨大投入的亚开行所组成的强大股东背景。

慧聪网也在纳入港股通后明显受到内地资金的追捧。4日收盘报7.64港元,创2015年6月以来的最高价。值得注意的是,在慧聪网激增的成交额中,内地资金成为主要推手。数据显示,代表内地资金的的联席券商创盈服务出现在该股的买方首位,净买入106万股,每股均价约7.66港元,涉及金额为814万港元,占总成交额的8.23%。

民银资本4日同样受到内地资金的追捧,当日股价涨逾7%。数据显示,代表内地资金的联席券商创盈服务,净买入231万股,每股均价约0.478港元,涉及金额为110万港元,占其总成交额的5.6%。手持香港1、2、4、6、9号牌照的民银资本获大股东民生银行和华融入股以后动作频频。民银资本于7月迅速从大股东民生银行处获得一笔最高总额为30亿港元的无抵押循环贷款融资,后续认购分别来自东亚联丰、中银香港、PIMCO的投资基金,总共涉资5400万美元。

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